See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 | Recordkeeping | $8,336 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $5,290 |
STIFEL NICOLAUS & CO INC3+ years Filed as: STIFEL NICOLAUS & CO. Service code 33 777 WASHINGTON VILLAGE DRIVE · DAYTON, OH 45459 | Distribution (12b-1) fees; Securities... | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,590 | $64,909-19.0% | $82,313-36.1% | $62,292-15.6% |
| Participation rate | 99.3% | 74.9%+24.4pp | 76.9%+22.4pp | 69.5%+29.8pp |
| Annual return | 14.84% | 21.18%-6.3pp | 25.88%-11.0pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,122 | $1,676-33.1% | $2,428-53.8% | $2,042-45.1% |
| Participant deferral / active EE | $1,686 | $3,103-45.7% | $3,706-54.5% | $3,169-46.8% |
| Admin fee / account holder | $15 | $440-96.6% | $5,608-99.7% | $479-96.9% |